Old School Capital LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$0
Clients
0
Advisors
1
of 1 employees
About
Old School Capital serves individual investors alongside a limited roster of institutional clients, including banking or thrift institutions, pension and profit‑sharing plans, charitable organizations, and private businesses. The firm provides non‑discretionary portfolio management, financial planning, pension consulting (including preparation of investment policy statements and selection/monitoring of plan investments), and selection and monitoring of third‑party money managers.
The firm employs fundamental, quantitative and qualitative analysis with an emphasis on asset allocation, manager selection and a broad menu of securities and alternative investments consistent with client objectives. Accounts are overseen on a non‑discretionary basis with quarterly reviews and rebalancing as appropriate, and pension clients may receive IPS‑driven monitoring and participant educational workshops.
Distinctive features include an affiliation with an active accounting practice—the firm’s principal is a licensed CPA who provides separate accounting services and reciprocal referrals—and the retention of an independent third‑party account administrator that supports back‑office services and sponsors educational seminars and certain mutual funds the firm may recommend. The combination of a single‑advisor practice with a small client base (23 clients) but a large reported Assets Under Advisement ($4,810,114,628 as of December 31, 2025) and an uncommon focus on institutional and pension clients sets the firm apart from many independent peers.
Client services
Expertise
Occupation focus
Fee options
Portfolio Management fixed fees typically range from $2,500 to $50,000; Financial Planning fixed fees $250 to $50,000; Consulting Services fixed fees $500 to $50,000
$0+: 2.50% to 0.75% (tiered, negotiated case-by-case) $0+: 2.00% to 0.75% (for Pension Consulting Services)
Financial Planning: $100 to $350 per hour; Consulting Services: $75 to $350 per hour
Fee-only: Financial Planning and Consulting Services charged hourly ($75 to $350 per hour) and/or fixed fees ($250 to $50,000)
Main office
Andover MA
Advisors at this office
1
Most active in
Massachusetts
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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